CLEVELAND, OHIO – (August 2017) - Cynthia Yang, CFA®, an independent financial advisor at Planned Financial Services (PFS) in Cleveland, Ohio was recently recognized as a Top Next Generation Wealth Advisor by Forbes, a prominent national business magazine.
According to Forbes, advisors were selected for the Top Next Generation Wealth Advisors list based on insights from SHOOK Research™, which compiles quantitative and qualitative data. Advisors were evaluated using a variety of criteria and must have been born after 1980 to qualify for the award.**
“Cynthia’s dedication to advancing our firm’s business goals, and her commitment to exceeding client expectations while seeking to provide objective, timely, and actionable advice, solidifies her role as a key contributor and leader within our firm,” said Frank Fantozzi, President and Founder of Planned Financial Services. “The recognition Cynthia received from Forbes for her work helping clients get on track toward their dreams and their Return on Life® further solidifies her role as a true asset for our team and our clients.”
Cynthia advises a diverse group of individual clients and businesses, and has completed the rigorous curriculum required to achieve the highest distinction in the investment management profession, the Chartered Financial Analyst® designation. As a CFA®, she has mastered a broad range of practical portfolio management and advanced investment analysis skills, bringing deep knowledge, insight, and expertise in equity valuation, independent investment research, risk management, and portfolio performance attribution analysis to the Planned Financial Services team and their clients.
**Advisors were required to have a minimum of four years relevant experience and acceptable compliance records. Overall ratings were based on, but not limited to: client service models, investing process, business types, revenue produced, and assets under management.
About Planned Financial Services
Planned Financial Services is an Ohio-based, independent financial planning and wealth management firm with offices in Brecksville and Beachwood, Ohio. The firm has had a strong presence in Northeast Ohio since 1994, advises clients in more than 25 states, and employs 10 team members. Additionally, the firm provides individuals, families, and businesses access to a full suite of financial, advisory and investment services to help improve their Return on Life® through proactive financial and investment advice that is relevant, objective, and actionable. An approach which combines insightful analysis along with personalized financial strategies and objective investment advice. For additional information about PFS, please visit www.PlannedFinancial.com.